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Sandy Spring Bank
Period ended Mar 31, 2025 · Latest filing May 12, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2025: $2,378,010,654
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $138,633,120
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $107,973,750
- APPLE, INC. · COM · 037833100 · shares: $103,970,814
- NVIDIA CORP · COM · 67066G104 · shares: $77,544,977
- MICROSOFT CORP · COM · 594918104 · shares: $75,291,708
- ISHARES S&P SMALLCAP 600 INDEX FUND · CORE S&P SCP ETF · 464287804 · shares: $72,656,570
- SPDR S&P 500 ETF TRUST · TR UNIT · 78462F103 · shares: $59,802,228
- AMAZON COM INC · COM · 023135106 · shares: $49,784,393
- MIDCAP 400 SPDR TRUST SERIES 1 · UTSER1 S&PDCRP · 78467Y107 · shares: $49,096,927
- J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM · 46641Q332 · shares: $44,038,619
Reported holdings
1,936 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AFLAC INCORPORATED | COM | 001055102 | — | 18,860 shares | $2,097,043 |
| AMPHENOL CORPORATION A | CL A | 032095101 | — | 31,064 shares | $2,037,488 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 19,566 shares | $2,019,251 |
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | — | 3,599 shares | $2,013,141 |
| VANGUARD INTERMEDIATE TERM TREASURY ETF | INTER TERM TREAS | 92206C706 | — | 33,832 shares | $2,009,621 |
| VALERO ENERGY CORPORATION | COM | 91913Y100 | — | 15,145 shares | $2,000,200 |
| MICROSOFT CORP | COM | 594918104 | — | 5,292 shares | $1,986,552 |
| UNION PACIFIC CORPORATION | COM | 907818108 | — | 8,364 shares | $1,975,899 |
| ISHARES RUSSELL 1000 VALUE INDEX | RUS 1000 VAL ETF | 464287598 | — | 10,307 shares | $1,939,381 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 9,231 shares | $1,932,141 |
| D R HORTON INC | COM | 23331A109 | — | 15,153 shares | $1,926,402 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 9,193 shares | $1,924,114 |
| CHEVRON CORPORATION | COM | 166764100 | — | 11,434 shares | $1,912,755 |
| PAYPAL HOLDINGS INC. | COM | 70450Y103 | — | 28,646 shares | $1,869,152 |
| DOMINION RESOURCES, INC | COM | 25746U109 | — | 32,884 shares | $1,843,806 |
| STARBUCKS CORP | COM | 855244109 | — | 18,659 shares | $1,830,262 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 24,886 shares | $1,796,770 |
| EXXON MOBIL CORPORATION | COM | 30231G102 | — | 14,722 shares | $1,750,891 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 33,506 shares | $1,727,242 |
| ENERGY SELECT SECTOR SPDR FUND | ENERGY | 81369Y506 | — | 18,122 shares | $1,693,501 |
| COCA-COLA COMPANY | COM | 191216100 | — | 23,479 shares | $1,681,566 |
| EXXON MOBIL CORPORATION | COM | 30231G102 | — | 13,980 shares | $1,662,643 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | — | 59,012 shares | $1,661,175 |
| MARRIOTT INTERNATIONAL, INC CL A | CL A | 571903202 | — | 6,908 shares | $1,645,583 |
| VANGUARD GROWTH ETF | GROWTH ETF | 922908736 | — | 4,353 shares | $1,614,179 |
| ISHARES LEHMAN AGGREGATE BOND FUND | CORE US AGGBD ET | 464287226 | — | 15,944 shares | $1,577,180 |
| VANGUARD VALUE ETF | VALUE ETF | 922908744 | — | 9,113 shares | $1,574,180 |
| ISHARES IBONDS DEC 2028 MUNI ETF | IBONDS DEC 28 | 46435U325 | — | 61,833 shares | $1,563,757 |
| AMGEN, INC | COM | 031162100 | — | 4,915 shares | $1,531,268 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 6,579 shares | $1,523,894 |
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | — | 2,720 shares | $1,521,541 |
| TORTOISE NORTH AMERICAN PIPELINE FUND | TORTOISE NRAM PI | 56167N720 | — | 41,715 shares | $1,517,175 |
| SPDR S&P BIOTECH ETF | S&P BIOTECH | 78464A870 | — | 18,507 shares | $1,500,918 |
| SPDR SER TR | MSCI USA STRTGIC | 78468R812 | — | 9,207 shares | $1,442,652 |
| ORACLE CORPORATION | COM | 68389X105 | — | 10,297 shares | $1,439,678 |
| ISHARES IBONDS DEC 2029 MUNI ETF | IBONDS DEC 2029 | 46436E163 | — | 57,229 shares | $1,433,014 |
| ISHARES MSCI EAFE ETF | MSCI EAFE ETF | 464287465 | — | 17,532 shares | $1,432,900 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 4,060 shares | $1,417,712 |
| MARRIOTT INTERNATIONAL, INC CL A | CL A | 571903202 | — | 5,888 shares | $1,402,435 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 12,804 shares | $1,388,082 |
| CONSTELLATION BRANDS INC A | CL A | 21036P108 | — | 7,478 shares | $1,372,384 |
| INTERNATIONAL BUSINESS MACHINES CORP | COM | 459200101 | — | 5,501 shares | $1,367,918 |
| MIDCAP 400 SPDR TRUST SERIES 1 | UTSER1 S&PDCRP | 78467Y107 | — | 2,541 shares | $1,355,573 |
| ISHARES RUSSELL 1000 GROWTH INDEX | RUS 1000 GRW ETF | 464287614 | — | 3,741 shares | $1,350,838 |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 | — | 4,912 shares | $1,350,015 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | — | 56,350 shares | $1,336,620 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 10,922 shares | $1,320,361 |
| ISHARES IBONDS DEC 2030 MUNI ETF | IBONDS DEC 2030 | 46438G687 | — | 51,760 shares | $1,314,704 |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 | — | 4,731 shares | $1,300,268 |
| VANGUARD GROWTH ETF | GROWTH ETF | 922908736 | — | 3,501 shares | $1,298,241 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | INDL | 81369Y704 | — | 9,887 shares | $1,295,889 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 22,300 shares | $1,274,222 |
| CBRE GROUP INC | CL A | 12504L109 | — | 9,580 shares | $1,252,873 |
| INTERNATIONAL BUSINESS MACHINES CORP | COM | 459200101 | — | 5,000 shares | $1,243,300 |
| VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 | — | 6,399 shares | $1,241,293 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 18,216 shares | $1,235,929 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,613 shares | $1,225,484 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,375 shares | $1,220,537 |
| ATMOS ENERGY CORPORATION | COM | 049560105 | — | 7,878 shares | $1,217,781 |
| BERKSHIRE HATHAWAY INC B | CL B NEW | 084670702 | — | 2,270 shares | $1,208,957 |
| SEMPRA | COM | 816851109 | — | 16,778 shares | $1,197,279 |
| PHILIP MORRIS INTERNATIONAL INC | COM | 718172109 | — | 7,522 shares | $1,193,967 |
| FORTIVE CORP | COM | 34959J108 | — | 16,314 shares | $1,193,859 |
| VANGUARD MID-CAP ETF INDEX FDS | MID CAP ETF | 922908629 | — | 4,581 shares | $1,184,739 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 5,420 shares | $1,184,162 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | — | 7,451 shares | $1,164,125 |
| ISHARES IBONDS DEC 2027 MUNI ETF | IBONDS DEC 27 | 46435U283 | — | 45,616 shares | $1,153,172 |
| ISHARES RUSSELL MIDCAP GROWTH INDEX | RUS MD CP GR ETF | 464287481 | — | 9,718 shares | $1,141,768 |
| MCCORMICK & COMPANY, INC | COM NON VTG | 579780206 | — | 13,786 shares | $1,134,726 |
| GENERAC HOLDINGS INC | COM | 368736104 | — | 8,947 shares | $1,133,138 |
| ISHARES RUSSELL 2000 VALUE INDEX FUND | RUS 2000 VAL ETF | 464287630 | — | 7,501 shares | $1,132,430 |
| BANK OF AMERICA CORPORATION | COM | 060505104 | — | 26,944 shares | $1,124,373 |
| COCA-COLA COMPANY | COM | 191216100 | — | 15,687 shares | $1,123,503 |
| SPDR S&P BIOTECH ETF | S&P BIOTECH | 78464A870 | — | 13,850 shares | $1,123,235 |
| ISHARES IBONDS DEC 2026 MUNI ETF | IBONDS DEC 26 | 46435U259 | — | 43,869 shares | $1,121,292 |
| SCHWAB US LARGE-CAP ETF | US LRG CAP ETF | 808524201 | — | 50,753 shares | $1,120,617 |
| VANGUARD SMALL CAP ETF | SMALL CP ETF | 922908751 | — | 5,016 shares | $1,112,298 |
| CORTEVA INC | COM | 22052L104 | — | 17,558 shares | $1,104,925 |
| LOWE'S COMPANIES, INC | COM | 548661107 | — | 4,669 shares | $1,088,951 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 34,889 shares | $1,086,437 |
| ENBRIDGE INC | COM | 29250N105 | — | 24,506 shares | $1,085,877 |
| ILLINOIS TOOL WORKS | COM | 452308109 | — | 4,367 shares | $1,083,060 |
| PROCTER & GAMBLE COMPANY | COM | 742718109 | — | 6,319 shares | $1,076,889 |
| SOUTHERN COMPANY | COM | 842587107 | — | 11,614 shares | $1,067,908 |
| MATERIALS SELECT SECTOR SPDR TRUST | SBI MATERIALS | 81369Y100 | — | 12,305 shares | $1,057,984 |
| ISHARES RUSSELL 1000 VALUE INDEX | RUS 1000 VAL ETF | 464287598 | — | 5,609 shares | $1,055,390 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 7,782 shares | $1,050,073 |
| CORNING, INC | COM | 219350105 | — | 22,329 shares | $1,022,222 |
| FIRST SOLAR INC | COM | 336433107 | — | 8,025 shares | $1,014,601 |
| EOG RES INC | COM | 26875P101 | — | 7,898 shares | $1,012,840 |
| TESLA INC | COM | 88160R101 | — | 3,907 shares | $1,012,579 |
| SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | — | 12,355 shares | $992,972 |
| NIKE INC CL B | CL B | 654106103 | — | 15,413 shares | $978,417 |
| FULTON FINANCIAL CORPORATION | COM | 360271100 | — | 53,893 shares | $974,924 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,157 shares | $963,553 |
| CUMMINS INC | COM | 231021106 | — | 3,055 shares | $957,560 |
| ABBVIE INC | COM | 00287Y109 | — | 4,521 shares | $947,240 |
| TESLA INC | COM | 88160R101 | — | 3,633 shares | $941,529 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 656 shares | $939,773 |
| ALPHABET INC -CL A | CAP STK CL A | 02079K305 | — | 6,023 shares | $931,379 |